Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch says

Financial ADVSR advisor directory · SEC adviser records

Townsend Financial Planning financial advisors

Every SEC-registered investment adviser representative at Townsend Financial Planning, by the state and city of the office they work from.

3 registered advisors work at Townsend Financial Planning, in 1 state and 1 city; the most are in Mt. Sterling, KY (3). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Townsend Financial Planning advisor by name →Who joined and left Townsend Financial Planning →Townsend Financial Planning: assets, clients and custodians →

Cities with the most Townsend Financial Planning advisors

Mt. Sterling, KY 3

Townsend Financial Planning advisors by state

Townsend Financial Planning in Kentucky 3

Mt. Sterling 3

Questions

How many financial advisors does Townsend Financial Planning have?

3 investment adviser representatives are registered with Townsend Financial Planning, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Townsend Financial Planning have the most advisors?

Mt. Sterling, KY, with 3 registered advisors. By state, Kentucky has the most, with 3.

How do I find a Townsend Financial Planning financial advisor near me?

Pick your state below, then your city, to see every Townsend Financial Planning advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Townsend Financial Planning offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →